Off the Road

Off the Road


Our ‘Off the Road’ webinar series allows you to engage with our Technical and Investment teams from afar as they deliver a wealth of useful technical and market-related content.

Welcome to our 'Off the Road' series

Our 'On the Road' tour has been put on hold to help prevent the spread of COVID-19, so, instead of delivering content directly to you around the UK, we are now taking the tour ‘Off the Road’ and delivering a series of technical and investment webinars straight to your PC, so you can keep adding to your industry knowledge from home.

Whether new to the industry, or an experienced adviser looking for a refresher on some of the finer details, these sessions will put you in a strong position to help your clients at this difficult time.

We hope you’ll join us whilst working from home – it quite literally couldn’t be easier to get your hands on some structured CPD time.

Taking income in retirement
Speaker Name
Rachel Vahey
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Clients typically have a range of assets to support their cash and income needs in retirement. These include pension plans, ISAs, cash savings, investment funds or shares, business assets and buy-to-let properties.

In this webinar, Senior Technical Consultant Rachel Vahey will discuss why the order in which people take income from their savings is important – and how setting the order can help them both to reduce the amount of tax they pay in retirement, as well as to help ensure that, on death, they can pass any unused assets to their family in the most tax-efficient way.

About Rachel

Speaker Bio

Rachel is a Senior Technical Consultant helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

SIPP v SSAS
Speaker Name
Lisa Webster
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Senior Technical Consultant Lisa Webster is back in the webinar limelight and this time she’s getting into the nitty gritty of SIPP v SSAS.

In this session, Lisa will look into what makes a SSAS - who the parties to it are, how it is established, how it operates and what makes it different to a SIPP. She'll investigate the unique investment opportunities offered by SSASs and explore group SIPP v SSAS for clients who want to pool funds to purchase property.

About Lisa

Speaker Bio

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

Ethical investing comes of age?
Speaker Name
Laura Suter
Speaker Job Title
Personal Finance Analyst
Speaker Firm
AJ Bell
Session Overview

Ethical investing, or ESG (‘Environmental, Social, and Governance’), has been a buzzword on the edges of the investment industry for decades, but now we’re starting to see people use their savings to back their ethics – with flows into ethical investment strategies starting to rise.

Our Personal Finance Analyst, Laura Suter, takes a look at what’s driving this trend, who the investors are who are backing these strategies and what their goals are. And as more money is drawn into ethical investing, how are investment companies responding? Do we all need to be wary of greenwashing and cynical grabs for assets?

About Laura

Speaker Bio

Laura Suter is personal finance analyst at AJ Bell. She is a multi-award winning former financial journalist, having specialised in investments. Laura joined AJ Bell from the Daily Telegraph, where she was investment editor. She has previously worked for adviser publications Money Marketing and Money Management, and has worked for an investment publication in New York. She has a degree in Journalism Studies from University of Sheffield.

COVID-19: Where are the markets now?
Speaker Name
Ryan Hughes
Speaker Job Title
Head of Active Portfolios
Speaker Firm
AJ Bell Investments
Session Overview

This week, Head of Active Portfolios Ryan Hughes takes a look at what has been happening to the global markets during these unprecedented times.

During this session, Ryan will cover the new policy announced by the Federal Reserve and where this all leaves the property market, before providing a roundup of his market outlook for the coming months.

 

About Ryan

Speaker Bio

Ryan started his career in 1999 working for an independent financial adviser, eventually progressing to become Head of Portfolio Management at an award-winning advisory firm. Ryan then joined a global asset management firm as a Fund Manager, where he oversaw more than £10bn of multi-asset portfolios and also sat on the investment and global asset allocation committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell three years later to help establish our investment capability. As Head of Active Portfolios, Ryan now oversees all actively managed investment solutions and fund research.

Introduction to trusts
Speaker Name
Charlene Young
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Joining us for our next instalment of technical knowhow is Senior Technical Consultant Charlene Young.

During this session, Charlene will cover the main types of trusts, the key responsibilities of trustees and how different types of trusts are taxed. 

About Charlene

Speaker Bio
Charlene is a Chartered Financial Planner with over 12 years' experience in financial services. She joined AJ Bell in 2014 after relocating to Manchester from Bristol, where she held financial planner and paraplanner roles at leading firms. In addition to analysing and commenting on technical and regulatory issues, Charlene also speaks at AJ Bell live and virtual events.
Active vs passive - the perennial debate
Speaker Name
Speakers - Ryan Hughes & Matt Brennan
Speaker Job Title
Heads of Active & Passive Portfolios
Speaker Firm
AJ Bell
Session Overview

Our Head of Active Portfolios, Ryan Hughes, and Head of Passive Portfolios, Matt Brennan, go head to head (or rather, screen to screen, in this new normal that we’re living in!) for the age-old active vs passive debate.

During this dual-presenter session, we’ll hear the case for active and passive management; discuss how to separate the skilful from the lucky; and examine why to take into consideration the importance of fund selection. To conclude, Matt and Ryan will provide their thoughts on what can be an emotive subject – where opinions are often presented as facts.

 

About Speakers

Speaker Bio

Ryan Hughes
Ryan started his career in 1999 working for an independent financial adviser, eventually progressing to become Head of Portfolio Management at an award-winning advisory firm. Ryan then joined a global asset management firm as a Fund Manager, where he oversaw more than £10bn of multi-asset portfolios and also sat on the investment and global asset allocation committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell three years later to help establish our investment capability. As Head of Active Portfolios, Ryan now oversees all actively managed investment solutions and fund research.

Matt Brennan
Matt is responsible for the day-to-day running of the AJ Bell Funds, working with our investment team to further grow the range of investment options. He joined us with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.

Tackling COVID
Speaker Name
Mark Cueto
Speaker Job Title
Commercial Director
Speaker Firm
Sale Sharks
Session Overview

For the run in to Christmas, we thought that it may be appropriate to try something a little different – something that possibly focuses less on the impact of annual allowance planning or the interplay between pensions and divorce.

With this in mind, we are changing direction a touch and extending a special invitation for all advisers who use AJ Bell Investcentre to attend an exclusive webinar with Sale Sharks.

Over the last year, we have all had to adapt in order to cope with the many challenges thrown up by the coronavirus. This inspirational webinar is an opportunity to see how members of an elite sporting team have tackled the very real challenges and obstacles that the virus has placed in their way.

In addition to a Q&A featuring Mark Cueto, Sam Hill, Josh Beaumont and Marland Yarde, you will be able to hear how the team has sought to keep team morale up during the pandemic. Plus some great tips for keeping a motivated mind set and staying fit during lockdown.

About Mark

Speaker Bio

Mark Cueto MBE is a former English international rugby union player. He played on the wing for Sale Sharks and England during his successful 14 year career. Following his retirement in 2015, he became Commercial Director.

Markets, interest rates and tax in 2021
Speaker Name
Laith Khalaf
Speaker Job Title
Financial Analyst
Speaker Firm
AJ Bell
Session Overview

Making his ‘Off the Road’ debut, our newest Financial Analyst, Laith Khalaf, will kick off next year’s webinar series with a look at markets, interest rates and tax in 2021.

During his session, Laith will look back at the themes of 2020 and consider how they might play out in 2021. He’ll also provide an overview of market performance, insight into expectations on interest rates and inflation, and dig into debt figures following the budget black hole.

About Laith

Speaker Bio

Laith Khalaf started his career in financial services at Hargreaves Lansdown in 2001, after studying Philosophy at Cambridge University. He’s worked in a variety of roles across pensions and investments, covering both DIY and advised business. In 2007 he began to focus on research and analysis, and has since become a leading industry commentator, and a regular contributor to the financial pages of the national press. He’s a frequent guest on TV and radio, and for several years provided daily business bulletins on LBC.

Centralised Retirement Propositions
Speaker Name
Kevin Doran
Speaker Job Title
Chief Investment Officer
Speaker Firm
AJ Bell Investments
Session Overview

Chief Investment Officer Kevin Doran is back and this time he’s looking at the case for Centralised Retirement Propositions (CRPs).

With over a third of those who take financial advice already in retirement, Kevin will talk us through client spending patterns in later life, longevity and sequencing risks – and how the pieces all fit together to build an investment strategy.

About Kevin

Speaker Bio

Kevin began his career in the financial services industry as an Investment Analyst, eventually progressing to become Chief Investment Officer at a major private bank. He then took on the position of Group Head of Research & Strategy for a Luxembourg-based private banking group, before moving into a number of consultant roles for various investment management and banking businesses. In October 2017 he joined AJ Bell Investments as Managing Director and CIO.

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